Are you looking for a revolutionary new approach to traditional client
relationship management (CRM) tools you are use to? As part of the Elite
Membership, you gain full access to this online application.
I-Relay was built from the ground up by Insurance and Finance professionals who
for years struggled to find a balance between a good client relationship
management tool and one ease of use. If you are like us we didn't like how most
out of the box solutions were too generic and the ones tailored to our industry
were either too complicated or were tied to one specific carrier.
That's why I-Relay was born! For the past five years I-Relay has been offering a
robust set of tools that are easy to use and offer both the sales and back
office personnel access to manage what's important to them. No matter if you
are a single producer or an organization of ten thousand I-Relay offers you the
tools to get the job done!
The right CRM technology can help you turn prospects and existing customers into
lifelong customers.
1. No development time. Licensing the I-Relay System frees up
the hundreds of working hours required to take even the best program and turn
it into a system; and that's assuming you get it right the first time.
2. More sales time. Through their back office-management
system, you can receive automated case updates from Brokers Alliance. Updates
include: required forms, real-time underwriting requirement updates,
underwriting notes, case premium information, and more. Also gives you the
ability to delegate non-sales functions, thereby freeing up time to sell.
3. More responsive clients. Over time, as the quality of your
service and communication improves, we find that you need to do less selling,
which translates into even more sales in less time.
4. Greater client retention. The two biggest complaints clients
have against their insurance advisor are "bad or no service" and "never hear
from them." We briskly handle these two complaints through a series of
pre-designed quality assurance and client contact campaigns. With those
complaints resolved, client retention improves.
5. Increased referrals. Our approach to referrals is truly
unique. First, you implement our client-retention methodology. Then, with a
base of happy clients, you promote referrals. With this referral-tracking
system in place you not only keep track of who sends you business, but also the
people you send business to: the CPAs and attorneys who, all too often don't
think to either reciprocate or think about the benefits of insurance with their
clients.
6. Better organization. The better organized you are the easier
it is to manage more and more clients. With I-Relay you will always be on top
of your sales, submitted cases, and everything in between.
7. More new clients. Half of your new clients can come from
people who have previously turned you down. Give us a year of helping you
design drip campaigns and you will experience one of the best growth years of
your career.
8. Partnership. I-Relay is different than other tools you may
have used in the past. They have a dedicated support staff ready to assist you
with any and all of your needs.
9. Web-Based. Being 100% web based gives you the freedom to
access I-Relay from anywhere, at any time. This also means various access
points for multi office organizations. The benefits are limitless.
10. Compliance. As the industry becomes more and more stringent
on tracking client interactions, backing up communications, and scanning
documents, I-Relay can help. With specifically designed tracking tools you can
be rest assured you are covered.